ESOP · DOL Form 5500 · 2023

York International Agency Holding Co., Inc. ESOP

Data updated 2026-08-25

$22M
Total assets Small plan by assets
59
Participants Small participant base
74th
Percentile by assets National rank
$369,340
Avg per participant High balance/head
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Official DOL plan name: York International Agency Holding Co., Inc. Employee Stock Ownership Plan · Sponsored by York International Agency Holding Co., Inc. · New York · Finance & Insurance

$22M in assets, 59 participants

York International Agency Holding Co., Inc.'s York International Agency Holding Co., Inc. Employee Stock Ownership Plan reported $22M in total assets and 59 participants in its 2023 DOL Form 5500 filing, ranking in the 74th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #5,431 in Finance & Insurance (8,869 peers)

What the 2023 filing shows

York International Agency Holding Co., Inc. Employee Stock Ownership Plan holds $22M for 59 participants - about $369,340 per participant, above the median plan by assets.

#5,431
in Finance & Insurance (8,869 peers)
+0.0%
assets growth YoY

York International Agency Holding Co., Inc. Employee Stock Ownership Plan's outsized position by total assets

York International Agency Holding Co., Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$21,791,085 Top 26% higher than 74% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

York International Agency Holding Co., Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. York International Agency Holding Co., Inc. Employee Stock Ownership Plan is a small filing (59 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • York International Agency Holding Co., Inc. Employee Stock Ownership Plan reported participants rose from 42 in the plan year 2022 filing to 59 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 831093517 · York International Agency Holding Co., Inc. PY 2023 · ESOP

York International Agency Holding Co., Inc. Employee Stock Ownership Plan · $22M · 59 · 74th

  • BOOK $22M
  • VS-ST 59
  • BOY 74th
  • SCH ESOP
  • EBSA near Ifs Employee Stock Ownership Plan
  • PART ind #5431

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with What is an ESOP? → · Plans in New York →

York International Agency Holding Co., Inc. Employee Stock Ownership Plan in the asset neighbourhood

E.V.S. Ltd. Employee Stock Ownership PlanE.V.S. Ltd. Employee Stock O…$22MImperial Brown, Inc. Employee Stock Ownership PlanImperial Brown, Inc. Employe…$22MIfs Employee Stock Ownership PlanIfs Employee Stock Ownership…$22MYork International Agency Holding Co., Inc. Employee Stock Ownership PlanYork International Agency Ho…$22MNiemann Foods, Inc. Employee Stock Ownership PlanNiemann Foods, Inc. Employee…$22M
End-of-year total assets ($M) among York International Agency Holding Co., Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$22M
Employer EIN831093517
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (York International Agency Holding Co., Inc.)

Sponsor-wide plan assets over time

All York International Agency Holding Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$10M$20M$30M 202220232024 $21.8M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 42 $22M
2023 1 59 $22M
2024 1 59 N/A

Nearby ESOP Plans in New York

Peer ESOP plans, same state, same plan type, ranked by total assets.

York International Agency Holding Co., Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -20002004006008001000 Total assets ($M) Participants York International Agency Holding Co., Inc. Employee Stock Ownership Plan, Total assets ($M): 21.791085 · Participants: 59York International Agency Holding Co., Inc. Employee Stock Ownership PlanStewart's Shops Corp Employee Stock Ownership Plan, Total assets ($M): 876.57583 · Participants: 3439Stewart's Shops Corp Employee Stock Ownership PlanNorth Coast Holdings Employee Stock Ownership Plan, Total assets ($M): 406.002646 · Participants: 4467North Coast Holdings Employee Stock Ownership PlanGriffon Corporation Employee Stock Ownership Plan, Total assets ($M): 298.738533 · Participants: 3674Griffon Corporation Employee Stock Ownership PlanGreenman-Pedersen, Inc. Employee Stock Ownership Plan, Total assets ($M): 247.681611 · Participants: 1704Greenman-Pedersen, Inc. Employee Stock Ownership PlanH.C. Wainwright & Co. Employee Stock Ownership Plan, Total assets ($M): 241.736533 · Participants: 93H.C. Wainwright & Co. Employee Stock Ownership Plan
York International Agency Holding Co., Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
Compare York International Agency Holding Co., Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

York International Agency Holding Co., Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New York, the nearest ESOP by assets is Ifs Employee Stock Ownership Plan in MO ($22M); by covered participants it is Preferred Drilling Solutions, Inc. Employee Stock Ownership Plan in FL (59 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did York International Agency Holding Co., Inc. Employee Stock Ownership Plan assets move in 2023? ▼
York International Agency Holding Co., Inc. Employee Stock Ownership Plan held essentially flat - up 0.0% during 2023, from $22M to $22M.
Which ESOP plans are similar in size to York International Agency Holding Co., Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Ifs Employee Stock Ownership Plan in MO ($22M, 80 participants).
Which ESOP plans cover a similar participant headcount to York International Agency Holding Co., Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Preferred Drilling Solutions, Inc. Employee Stock Ownership Plan in FL (59 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 831093517.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.